ING Bank
Korea: When Inflation Returns Through the Currency Channel
ING’s note makes clear that the appointment of Shin Hyun-song is not just a personnel change—it is a shift in reaction function.
Shin’s prior emphasis on preemptive tightening and financial stability points to a more haw...
2026-03-24
2026-03-24
Schroders
Energy Cycle Reawakens as Supply Constraints Meet Rising Demand
Schroders argues that the Iran crisis is accelerating a structural shift already underway in global energy markets.
Years of underinvestment have constrained supply, with reserve levels declining and new project pipelines limited.
The disrupt...
2026-03-24
Nuveen
Higher for Longer: Rates Hold as Market Dispersion Widens
Nuveen’s weekly commentary highlights a macro environment defined by persistent inflation risks and uneven market adjustments.
Central banks are maintaining a cautious stance, with rate cuts limited as energy-driven inflation pressures re...
2026-03-24
WisdomTree
Crypto Allocation Shifts From Access to Architecture
WisdomTree’s digital assets research argues that institutional crypto adoption has moved beyond legitimacy toward implementation, with portfolio construction now the key challenge.
A small allocation—around 2%—can materi...
2026-03-23
Neuberger Berman
Allocating Risk in a World That No Longer Moves Together
Neuberger Berman’s quarterly outlook reads less like a forecast and more like a recognition that the old playbook has quietly expired.
Markets are fragmenting. Growth, policy and valuations are no longer synchronized, making broad e...
2026-03-23
WisdomTree
AI Security: The Next Attack Surface, Not Just the Next Theme
The cybersecurity industry is quietly undergoing the same transition as the rest of tech—AI is no longer a feature, it is the system itself.
Cloud security has effectively been absorbed into the baseline; it no longer differentiates...
2026-03-23
Northern Trust
Energy, War and the Return of Inflation Uncertainty
Northern Trust frames the U.S. outlook with a simple observation: the smoke is visible before the fire arrives.
Escalation in the Middle East is feeding directly into higher energy prices, reintroducing inflation risk just as disinflation...
2026-03-23
GMO
The AI Capex Boom Carries an Uncomfortable Historical Echo
GMO’s analysis cuts against the prevailing narrative. Where markets see investment, history often sees excess.
The current rally is heavily tied to a surge in AI-related capital expenditure by hyperscalers, which now represent a lar...
2026-03-20
Amundi Asset Managers
Geopolitical Narratives Offer a New Layer of Downside Protection in Factor Investing
Amundi’s quantitative research explores how integrating geopolitical sentiment into low-volatility strategies can enhance portfolio resilience in uncertain environments.
Incorporating news-based geopolitical sentiment allows port...
2026-03-20
Allianz Global Investors
AI Supercycle Reshapes Tech: From Chips to Power Infrastructure
AllianzGI’s technology outlook outlines how artificial intelligence is driving a structural transformation across the semiconductor and broader tech ecosystem.
AI demand is fueling overlapping supercycles in memory and semiconduc...
